Position in AMT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$205,934
-$1,194 QoQ
Shares Held
1,259
+16.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,392
of 1,740 holders
Holding Since
Sep 2020
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026BSW Wealth Partners holds $1,211,150 across 3 REIT - Specialty names. AMT ranks #3 (17.0% of the industry book) .
All Filings in AMT
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,934 | 1,259 | Shares | Sole | 2026-07-15 | |
| 2025-09-30 | $207,128 | 1,077 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $415,517 | 1,880 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $365,785 | 1,681 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $410,104 | 2,236 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $516,050 | 2,219 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $360,186 | 1,853 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $339,262 | 1,717 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $372,608 | 1,726 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $249,799 | 1,519 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $309,722 | 1,597 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $877,027 | 4,292 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $713,332 | 3,367 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $764,546 | 3,561 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $862,871 | 3,376 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $777,023 | 3,093 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $640,168 | 2,412 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $552,976 | 2,047 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $369,586 | 1,546 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $287,982 | 1,283 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $225,292 | 932 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||